Questions tagged [process-builder]

The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.

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Formula needed and advise which automation process fulfilled my need?

I have one field Submitted Proposal Date,which datatype is Date and Time. After 3 days from proposal submitted i.e. "submitted Proposal date + 3 days" (only weekdays consider) my another ...
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42 views

Is someone else facing issue of Assigning null argument even if the argument is not null [closed]

I have an Apex class that is called from a process. It takes the order Id as an argument and updates the order respectively. The code and process was working fine even the Test Class has been passed ...
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16 views

Process Builder not updating fields properly unless I delete the prior value that is in them [closed]

I have a process builder that will update fields correctly, but only after I delete what is in the fields and hit save. I would think the criteria for the Action Group must be correct, or it wouldn't ...
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11 views

Unable to call Custom Metadata picklist field in Process Builder

I am having an issue trying to write a formula in Process builder that will updated a text field with the picklist data from the custom metadata. IF((CONTAINS([Object_Name_c].Field_Name__r.Name, “...
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22 views

RE: Process builder condition not satisfying in test class

I have written test class where iam inserting the task records and then task status field is updating. Task taskRec1 = new Task(); taskRec1.AES_CNTR__UCID__c = 'abcd'; taskRec1.ARM_Property__c = ...
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1answer
31 views

How create notification after 3 days in ten o'clock? [closed]

I created process builder, but notification after 3 days, but I need afrer 3 days in ten 0'clock!
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11 views

Datetime field value as fomatted text in event's description using process builder

we have process builder, that creates an event. on event we have description field which we want to add some textual detail with datetime field value. see below Example datetime field value : 7/11/...
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1answer
30 views

Process Builder is resetting created date on lead

I set up a process to do 3 things, add the last date/time contacted, check a box saying the lead has been contacted by rep and run this formula FLOOR((NOW()-[Task].CreatedDate )*1440) to log the ...
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1answer
26 views

Process builder: case owner never equal to current user?

My process starts with this condition on a CaseComment: What it should do: start an action only when the logged in user is not equal to the owner of the Case to which the CaseComment belongs. But ...
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2answers
39 views

Hyperlink field leading to Opportunity Record (Flow and Process Builder)

Thank you for responding. I have taken your advice as best as possible. As of now, I am not receiving any errors, but the fields are not populating when I create a new task that fits the criteria ...
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24 views

How to send automated emails to customers using Process Builder

Please how do I send automated emails to customers using Process Builder? I have set up the criteria and action. My problem is the right recipient type to select while setting email alerts. This ...
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1answer
43 views

Process Builder Order of Operations

I have a question on the order of elements being fired within a Process Buidler. Please see attached photo. Scenario: Both elements #1 & #2 are applicable and meet the criteria of the changes made ...
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24 views

Process Builder not firing when Approval Process updates field

I have a process builder that fires when the Opportunity Stage is set to Closed Won by the user. Works great....however, if I have my Approval Process update the Stage to Closed Won, the process ...
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21 views

Use Apex to trigger process builder

I created an object in sfdc to take snapshots of Account financial information each year. I'm using process builder to stamp the account financial info on the custom object record. I know that process ...
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1answer
22 views

Hardcoding of null value in process builder

I am working on a requirement where I have to update amount field 'A' value to zero when I update a checkbox field 'B' using a process builder. Is it a best practice to set the amount field 'A' ...
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27 views

Conditionally send an email alert using Process Builder

I have an exiting Process Builder to run 'When a record is created or edited' There are already 2 nodes on the Process Builder. I want to add a third node as follows - New Opportunity is Created AND ...
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42 views

total times a trigger run in after update event

I know that the general order of execution is trigger > workflow > trigger(if field update) > process. My question is: we have a trigger, workflow(created every time edited) and process ...
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1answer
28 views

Get Child field values in Parent

Below is my Object Schema: Parent: User Child: Contact Grand-Child: Sponsor. Sponsor Holds a field called ProId. These as 16 digit Ids. Now, my requirement is to get all the ProIds from the sponsor ...
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26 views

Flow is not triggered under certain condition, but it should be

I have an object called Lever__c which is a child of Opportunity. We'll consider here the following fields : Opportunity.CloseDate Lever__c.CloseDate__c //copies from opp. Lever__c.ApplicationDay__c /...
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30 views

Custom Notification body not showing in iOS mobile app

I have created a custom notification and enabled it for both iOS and Android as shown below. In my process builder, whenever the stage is changed to closed won, I should get a custom notification in ...
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1answer
29 views

Customize Logic on Process Builder [closed]

I am trying to amend an existing process builder that sends out emails when we reschedule a job. Right now it is set to send when a date and time is updated. We would like this to send when the date ...
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15 views

Update Case record with custom object record ID

I created a new custom object (DR), and am using Process builder to create a new DR record when Case Status = "Pending - Draft". The new DR record is successfully being created, and filling ...
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1answer
54 views

Does governor limits apply for declarative tools like workflow rules, process builder and flow builder [closed]

If I have a trigger for a account object when record is created or updated using process builder how the trigger will work when bulk of records are inserted into the org.
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1answer
29 views

Send Email Alert a day after due date [closed]

I have a requirement where I need to send out email to assigned user if Task is still open and it is after due date. I only managed to do the first part but now I'm a bit lost on the due date part.. ...
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1answer
27 views

Do scheduled paths get evaluated/canceled when Record-triggered flow version changes?

If I have a Record-triggered after-save Flow with Scheduled Paths, will those scheduled items be removed from the schedule if the Flow's version changes with altered entry criteria? This question was ...
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1answer
35 views

data loader import - no value for mandatory fields

I need a little help with a data loader import. I have a .csv with account records and some of the fields need to have a value, they're required. I need to know how can I import the file because there ...
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1answer
60 views

Close Milestone with Process Builder

I am working with Milestones, and have setup a field update that checks a box on the case. I then went to Process builder and had the milestone close when that box is checked. If you manually check ...
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1answer
60 views

How to create invocable variables to be used in process builder (with DocuSign API)

Very new to the Apex developer game here and I'm having trouble figuring out how to create invocable variables that can be called from process builder. The use case here is we are using the docusign ...
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1answer
80 views

Is there a way to compare 2 process builder?

I have 2 version of the same process builder I want to compare. I need to know what changed in one. One was changed in production, and the other was changed in a sandbox. Is there a way to do it?
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1answer
24 views

Permission set does not exist in process builder

I am facing a problem while creating a process with process builder, i want to call a permission set but i cannot find it , can someone help me
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18 views

Is it possible to return User ID to a field when referencing an email address in text field?

I am trying to look at a field that gets populated by a vendor integration with our employee's email address, and assign lead ownership based on that. I was intending to try to lookup the User ID and ...
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1answer
84 views

Lightning Component to invoke Process builder [closed]

I am hoping to invoke a process using lightning components but I don't know where to begin. How can I create a component that fires up a Proces Builder. The outcome I am looking for is a custom button ...
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2answers
61 views

Order of Execution - Process Builder

I have the following process triggering when an Opp generates an Order: Opp -> Order (Draft status) Platform Event Trigger (based on Order Status change) PE Flow Subscriber: Sets Order Status to ...
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15 views

Error Sending Notifications for Community User

I was trying to send notifications for a community user, however I'am not able to, is there something wrong in how I setup my recipients?
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15 views

Is there any way to auto create the task without a due date in Process Builder

I have a Process Builder, when certain criteria is met creates follow-up task with a Due Date of TaskCreatedDate+3 Users want to add their own due date on Task instead of automating the due date to 3 ...
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1answer
45 views

Process Builder not Updating Field

I have a process builder that updates an opportunity field only if the related payment payment method field is cash or cheque. When testing it out and creating a related payment with payment method ...
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1answer
33 views

process builder check if two days and return true/false

I'm trying to compare if the two dates <= 30 if yes then returning the true or false Here is my formula that I'm using: If(!ISBLANK( Cancel_Date__c ), Cancel_Date__c , If(MOD(( Date_Executed__c + ...
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21 views

process builder not running to create campaign member

I want to create Process builder which will create campaign member when contact is created and below conditions met Region = EMea Account Type = Partner Partner Category = Distributor Business Unit =...
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1answer
22 views

Customizing logic in process builder

can i customize the logic in pb like this 1 AND 2 AND 3 AND (4 OR 5) AND 6 AND 7
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1answer
44 views

Workflow Rule Runs Twice

The scenario is, there is a field called 'Expected closing Date' on the opportunity object. When the opportunity owner changes the expected closing date it should go for the approval of his manager. ...
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1answer
94 views

Process Builder: Ischanged() does not work for new records

I am trying to create a process that runs when it meets the following criteria: Field A has been inserted or changed Field B has a certain picklist value(Attended or connected) Field C or Field D(...
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1answer
232 views

Automate Lead Conversion in Salesforce

In salesforce, lead is converted into Account, Contact, and Opportunity. Opportunity is optional to create upon conversion. The convert button on Lead does the conversion. Is it possible to convert ...
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1answer
44 views

Only one parameter is support on methods with @invocablem

I need to update status values to the custom object Loan application so used apex class and to call in process builder it caused an error Error:**Only one parameter is supported on methods with can ...
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1answer
45 views

Why the oficial docs recommend to use Flows over Apex Triggers, if handling the Governor Limits is nearly impossible when the App grows?

Even if you follow the guidelines and keep one PB for sObject and so on, you'll be probably sooner or later having to refactor the (probably quite big) PB, to an Apex Trigger. So why the docs ...
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1answer
14 views

Process builder & Flows in AppEchange Apps allowed or not? Also, check in what editions of SF flows are allowed? [closed]

Can anyone please reply, if we can use Flows in AppEchange Apps or not? Also, check in what editions of SF flows are allowed? like, application created with the flows to some task(s) and process ...
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1answer
31 views

Send Emails through Flow or process builder

just a quick question. We have a requirement where we need to send email to assigned user if task is selected 'open'. Now I have tried this in process builder and flow, so far it's working. what i ...
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1answer
23 views

Process Builder doesn't seem to execute from Test Methods

I have Process Builders built on Cases which makes the following job: Change Owner to Queue on Create Change Status to 'New' on Create, to 'In Progress' on Accept, and changes parent case Status to '...
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26 views

Record Type Not Changed With Process Builder

My criteria for process builder is this AND( OR( [Contact].RecordType.DeveloperName = 'Commercial – Sales' , [Contact].RecordType.DeveloperName = 'Residential – Sales' ), ...
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1answer
31 views

SF - Create Flow based on 'If Quote Line Items Name Contains'

I am trying to create a flow based on the following: When a Quote status changes to 'Accepted' Check all Quote Line Item Product Names If any Quote Line Item Product Names contain a certain string ...
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1answer
34 views

The formula expression is invalid: Syntax error. Missing ')' formula error in process builder

i AM CREATING A PROCESS BUILDER WITH CONDITIONS AS FOLLOWS Residential / Commercial: Sales //THESE ARE ME RECORD TYPES Contact Type: Investor, End User or Buyer //MULTIPICKLIST Stage: Past Client //...

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